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Cherry Creek Investment Advisors’s Eaton ETN Stock Holding History

Cherry Creek Investment Advisors’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$440K Hold
1,033
– – 0.17% 79
2026
Q1 		$369K Sell
1,033
-1,233
-54% -$439K 0.16% 84
2025
Q4 		$722K Buy
+2,266
New +$803K 0.31% 50

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cherry Creek Investment Advisors's ETN Position: Q2 2026 in Review

Cherry Creek Investment Advisors held its Eaton (ETN) position steady in Q2 2026 at 1,033 shares worth $440K. The position accounts for 0.17% of the portfolio, ranked #79.

Cherry Creek Investment Advisors first reported a position in ETN in Q4 2025 and has held it in 3 quarters since. The position peaked at $722K in Q4 2025. 2,677 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Cherry Creek Investment Advisors held 1,033 shares of Eaton worth $440K as of Q2 2026.
  • Cherry Creek Investment Advisors left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.17% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #79 holding.
  • Cherry Creek Investment Advisors first reported a position in Eaton in Q4 2025 and has held it in 3 quarters since.
  • Cherry Creek Investment Advisors's Eaton position peaked at $722K in Q4 2025.
  • 2,677 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.